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Investing

IRAs and Roth Conversions
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IRAs and Roth Conversions

To enjoy the retirement you’ve always envisioned, it’s important to…

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Stock-Based Compensation
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Stock-Based Compensation

If you receive stock-based compensation – restricted stock units, incentive…

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Personal & Business-Integrated Wealth Management
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Personal & Business-Integrated Wealth Management

As a business owner, you know that the success of…

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Multigenerational Planning
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Multigenerational Planning

Multigenerational planning ensures that the distinct financial complexities facing each…

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Higher Education Planning
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Higher Education Planning

Funding a college education requires strategic planning. This can help…

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Building Efficient Tax Strategies
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Building Efficient Tax Strategies

Taxes can be one of the biggest expenses for investors….

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Set Yourself Up for Financial Success This Year
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Set Yourself Up for Financial Success This Year

Are you ready to take control of your finances in…

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5 Financial Decisions to Consider Before Year-End
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5 Financial Decisions to Consider Before Year-End

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin…

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Year-End Tips to Reduce Your 2024 Taxes: You Must Act Soon
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Year-End Tips to Reduce Your 2024 Taxes: You Must Act Soon

You may be able to reduce your 2024 taxes if…

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Personal Finance Scorecard
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Personal Finance Scorecard

How do you score on personal finance preparedness? It’s good…

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What Does New Hollywood Film Teach Us About Get Rich Quick Stories?
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What Does New Hollywood Film Teach Us About Get Rich Quick Stories?

The new Pete Davidson and Seth Rogen film Dumb Money…

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Can Investing in ESG funds help you meet your financial goals?
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Can Investing in ESG funds help you meet your financial goals?

ESG (Environmental, Social, and Governance) investing has gained a lot…

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Beware: Common Identity Theft Scams and How to Safeguard Yourself

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Five Steps for Creating a Digital Estate Plan

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Quarterly Outlook: Q2 2025

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10 Steps to Take if Your Financial Information Has Been Compromised

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Protecting Your Financial Future: 7 Essential Tips to Keep Your Financial Information Secure

READ MORE Protecting Your Financial Future: 7 Essential Tips to Keep Your Financial Information Secure

Disclosure Brochures and Policies

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Williston Office:
33 Blair Park Road Suite 203, Williston, VT 05495

Rutland Office:
225 South Main Street, Rutland, VT 05701

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